Day Two Live from the Milken Institute Global Conference
May 7, 2024
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Featuring top industry leaders like EY's CEO and media group founders, the podcast delves into consulting demand shifts, AI evolution, housing market challenges, real estate investments, AI technology impact, regulatory changes, and global supply chain dynamics, offering valuable insights for business navigation in a rapidly changing environment.
Gen AI enhances software applications and cybersecurity, driving operational efficiency.
Amherst Holdings utilizes data-driven strategies to manage rental properties effectively and innovate in real estate.
Thoma Bravo emphasizes AI's role in enhancing applications, cybersecurity, and valuing companies for long-term growth.
Deep dives
AI Adoption in Software Industry
Software companies are leveraging the next phase of AI, Gen AI, to enhance customer value and drive innovation in various sectors. The focus is on developing applications that utilize AI to operate more efficiently and deliver exceptional services to customers, while also addressing cybersecurity threats more intelligently.
Investing in Real Estate Technology
Amherst Holdings has transformed into a prominent real estate investment platform, focusing on acquiring single-family rental homes. The company emphasizes innovation and data-driven strategies to navigate the challenges in rental property management, such as dealing with squatters and ensuring efficient operations.
Opportunities in Software Investments
Toma Bravo, a software-focused investor, highlights the significance of AI innovation in the software industry. Companies are utilizing AI to enhance applications, bolster cybersecurity defenses, and drive operational efficiency. The focus lies on valuing companies based on long-term performance and cash flow generation.
The Future of AI in Software and Beyond
The podcast episode showcases the evolution of AI, emphasizing Gen AI's impact on software applications, cybersecurity, and organizational efficiency. By investing in innovative technological solutions like Gen AI, companies are adapting to changing market demands and enhancing customer experiences. The discussion underlines the importance of forward-looking investment strategies that prioritize long-term growth and innovation.
Impact of Efficiency Technologies on Organizations
Efficiency technologies like Back Office contribute incrementally to improving companies' products for customers, making them more usable and enhancing threat prevention and detection in cyber activities. These technologies build on advancements in machine learning over the past decade, offering new value opportunities.
Opportunities and Challenges in Commercial Real Estate Market
The commercial real estate market faces challenges with a significant portion of US commercial mortgages coming due this year, leading to potential refinancing difficulties. Despite this, there are ample opportunities for investors, with companies like Heinz launching new platforms to capitalize on industry troubles. The market dynamics vary worldwide, highlighting the need for adaptive investment strategies and a focus on long-term value creation.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Television and Radio broadcast live from the Milken Institute Global Conference featuring EY CEO Carmine Di Sibio, Byron Allen, Founder and CEO of Allen Media, Amherst Group Founder and CEO Sean Dobson, Seth Boro, Managing Partner at Thoma Bravo, David Steinbach, CIO at Hines and Lisa Donahue, Co-Head of Americas & Asia at AlixPartners. Hosts: Carol Massar and Romaine Bostick. Producer: Paul Brennan.
